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Cornerstone Planning Group’s McGrath RentCorp MGRC Stock Holding History

Cornerstone Planning Group’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$453 – 1919
2026
Q1 		$453 Buy
+4
New +$445 ﹤0.01% 1674

Other funds holding MGRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Planning Group's MGRC Position: Q2 2026 in Review

Cornerstone Planning Group sold out of McGrath RentCorp (MGRC) in Q2 2026, closing a stake of 4 shares — an estimated $453 sold.

Cornerstone Planning Group first reported a position in MGRC in Q1 2026 and held it in 1 quarter. The position peaked at $453 in Q1 2026. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Cornerstone Planning Group reported no remaining McGrath RentCorp position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 McGrath RentCorp shares in Q2 2026, an estimated $453.
  • Cornerstone Planning Group first reported a position in McGrath RentCorp in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's McGrath RentCorp position peaked at $453 in Q1 2026.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.